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Ariose Capital Management LTD

CIK:0001665925
Hedge Fund
$121M AUM
35 holdings
Hong Kong, K3, Hong Kong
Founded:2015
10 employees
Latest filing:Sep 30, 2025

Ariose Capital Management Ltd is an investment management firm headquartered in Central, Hong Kong. Focused on public equity markets, the firm manages portfolios consisting primarily of global technology, consumer, and energy sector companies. Ariose is best known for managing the Ariose China Growth Fund. The fund serves institutional clients and high-net-worth investors internationally. Founded in approximately 2015, the firm is led by Director Yi Xin and is registered with the SEC. Estimated employee count is small, likely under 10, based on regulatory filings.

Investment Strategy

Ariose Capital Management Ltd employs an actively managed long/short equity strategy with a strong focus on growth-oriented companies, especially within technology, energy, electric vehicles, and Chinese markets. Portfolio holdings are concentrated, with top positions often representing the majority of assets. The firm engages in frequent rebalancing, taking significant stakes in high-growth US and Chinese public companies and related ETFs, aiming to capitalize on market trends and sector momentum.

Latest 13F Filing Activity

Ariose Capital Management LTD filed their most recent 13F report on Sep 30, 2025 disclosing 33 equity positions with a total 13F market value of $298M. The fund increased holdings in Nvidia Corporation, Coherent Corp., Unity Software Inc. among other positions. Ariose Capital Management LTD reduced exposure to Meta Platforms Inc., Mercadolibre Inc., Li Auto Inc. among others.

Top Buys
N
NVDANVIDIA CORPORATION
+$33.4M
C
COHRCOHERENT CORP
+$19.4M
U
UUNITY SOFTWARE INC
+$18.9M
I
IBITISHARES BITCOIN TRUST ETF
+$18.6M
B
BABAALIBABA GROUP HLDG LTD
+$17.7M
Top Sells
M
METAMETA PLATFORMS INC
-$42.1M
M
MELIMERCADOLIBRE INC
-$13.1M
L
LILI AUTO INC
-$9.7M
A
AMDADVANCED MICRO DEVICES INC
-$7.0M
L
LMTLOCKHEED MARTIN CORP
-$5.8M

Top Holdings

N
NVDANVIDIA CORPORATION
+16.3%$48.6M
G
GOOGLALPHABET INC
+6.8%$20.1M
C
COHRCOHERENT CORP
+6.5%$19.4M
U
UUNITY SOFTWARE INC
+6.3%$18.9M
I
IBITISHARES BITCOIN TRUST ETF
+6.2%$18.6M

Equity Positions (33)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
NVIDIA CORPORATION16.30%$48.6M260,500$176.03$186.58+$33.4M
ALPHABET INC6.75%$20.1M82,655$164.81$243.10-$3.8M
COHERENT CORP6.51%$19.4M180,305$107.72$107.72+$19.4M
U
U
UNITY SOFTWARE INC6.33%$18.9M471,600$40.04$40.04+$18.9M
ISHARES BITCOIN TRUST ETF6.23%$18.6M285,825$65.00$65.00+$18.6M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+20.9%
SERVICES-PREPACKAGED SOFTWARE
+11.1%
SERVICES-BUSINESS SERVICES, NEC
+10.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+8.1%